Fortitude Family Office’s StandardAero Inc SARO Stock Holding History

Fortitude Family Office’s Portfolio SARO Stock Details SARO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.32K	Buy	62 +14	+29%	+$368	﹤0.01%	2150
2026 Q2	$1.44K	Buy	+48	New	+$1.26K	﹤0.01%	1617
2025 Q4	–	Sell	-19	Closed	-$519	–	2163
2025 Q3	$519	Hold	19	–	–	﹤0.01%	1798
2025 Q2	$601	Buy	+19	New	+$533	﹤0.01%	1711

Other funds holding SARO

TSAM

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Fortitude Family Office's SARO Position: Q3 2026 in Review

Fortitude Family Office increased its StandardAero Inc (SARO) stake by 29% in Q3 2026, buying an estimated $368 and bringing the position to 62 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Fortitude Family Office first reported a position in SARO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.44K in Q2 2026. 23 funds tracked by Wall St. Rank hold SARO as of Q3 2026.

Fortitude Family Office held 62 shares of StandardAero Inc worth $1.32K as of Q3 2026.
Fortitude Family Office bought 14 StandardAero Inc shares in Q3 2026, an estimated $368.
StandardAero Inc made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2150 holding.
Fortitude Family Office first reported a position in StandardAero Inc in Q2 2025 and has held it in 4 quarters since.
Fortitude Family Office's StandardAero Inc position peaked at $1.44K in Q2 2026.
23 funds tracked by Wall St. Rank held StandardAero Inc as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.